HBK Sorce Advisory’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,520
| Closed | -$387K | – | 612 |
|
2021
Q4 | $387K | Buy |
9,520
+211
| +2% | +$8.58K | 0.02% | 387 |
|
2021
Q3 | $345K | Buy |
9,309
+144
| +2% | +$5.34K | 0.02% | 403 |
|
2021
Q2 | $398K | Buy |
9,165
+3,716
| +68% | +$161K | 0.02% | 372 |
|
2021
Q1 | $225K | Buy |
+5,449
| New | +$225K | 0.01% | 484 |
|